Pacific Capital Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-187	Closed	-$90.9K	–	244
2024 Q4	$90.9K	Buy	187 +36	+24%	+$19.6K	0.02%	116
2024 Q3	$88.3K	Sell	151 -26	-15%	-$14K	0.01%	114
2024 Q2	$82.7K	Buy	177 +26	+17%	+$12K	0.02%	117
2024 Q1	$68.7K	Hold	151	–	–	0.02%	115
2023 Q4	$68.4K	Buy	+151	New	+$66.9K	0.02%	111
2020 Q4	–	Sell	-99	Closed	-$38K	–	136
2020 Q3	$38K	Buy	+99	New	+$37.8K	0.02%	113

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's LMT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 187 shares — an estimated $90.9K sold.

Pacific Capital Wealth Advisors first reported a position in LMT in Q3 2020 and held it in 6 quarters. The position peaked at $90.9K in Q4 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 187 Lockheed Martin shares in Q1 2025, an estimated $90.9K.
Pacific Capital Wealth Advisors first reported a position in Lockheed Martin in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Lockheed Martin position peaked at $90.9K in Q4 2024.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.